603 Macy Drive
Roswell, GA 30076
Endorsement Letters I've Received
I use an intake data sheet to not only capture the basic data about a client but also to prompt deeper conversations about the client's background, circumstances and financial knowledge. This often brings up aspects of a client's situation that they otherwise would not have thought relevant or important to their tax situation. It also can just add some fun facts that helps me get to know them better. I use this automatically with any new client and frequently as a refresher with an exisiting client who has gone through life changes.
Referral Trigger Response